---
title: Process a Split Payment for a Client
description: split payment
---

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# Process a Split Payment for a Client

## Overview

This article walks you through how to process a split payment for a client in Core. A split payment allows a client to pay for a session or service using multiple payment methods—such as account credit, cash, or card. This flexibility helps meet client needs and ensures smooth transactions at the point of sale.

## Prerequisites

- Access to Core with relevant permissions
- A client record with an active account credit balance (optional)
- A product, package, or drop-in rate available for purchase
- Understanding of how to use **Schedule** and **New Sale** workflows

---

### Step 1: Process a Split Payment via the Schedule

1. **Log in** to your Core account and navigate to the **Schedule**.
2. **Select a session** that has a **drop-in price**.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441214144_8d546cb2_image-20250528164805-1-1.png?width=1447&height=869&name=1759441214144_8d546cb2_image-20250528164805-1-1.png)
3. **Find the client's name** in the attendee list.
4. **Click the cart icon** next to the client’s name to open the payment screen.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441216490_c2c54b92_image-20250528164952-2-1.png?width=1447&height=869&name=1759441216490_c2c54b92_image-20250528164952-2-1.png)
5. In the checkout screen, select your first payment method (e.g., **cash**) and enter the amount (e.g., **$50**).
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441218598_0d71d7c5_image-20250528165007-3-1.png?width=1447&height=869&name=1759441218598_0d71d7c5_image-20250528165007-3-1.png)
6. Add a second payment method (e.g., **card**) and enter the remaining amount (e.g., **$50**).
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441220432_d1b21ec1_image-20250528165018-4-1.png?width=1447&height=869&name=1759441220432_d1b21ec1_image-20250528165018-4-1.png)
7. The system will automatically balance the payment. If the split amounts total the full balance, the **Checkout** button will become active.
8. **Click Checkout** to complete the sale.

> Tip: If a payment method is applied more than once in error, remove the extra method to avoid duplicate charges.

---

### Step 2: Process a Split Payment via New Sale

1. **Log in** to Core and navigate to **Payments \> New Sale**.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441222224_01006abc_image-20250528165040-5-1.png?width=1447&height=869&name=1759441222224_01006abc_image-20250528165040-5-1.png)
2. Add a **product** or **drop-in rate** that exceeds the client’s available account credits.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441224134_a598fae3_image-20250528165142-6-1.png?width=1447&height=869&name=1759441224134_a598fae3_image-20250528165142-6-1.png)
3. **Select the client**.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441225961_f4d2ef90_image-20250528165153-7-1.png?width=1447&height=869&name=1759441225961_f4d2ef90_image-20250528165153-7-1.png)
4. In the checkout screen, choose payment methods (e.g., **cash**, **credit card**).
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441227842_7c01495c_image-20250528165206-8-1.png?width=1447&height=869&name=1759441227842_7c01495c_image-20250528165206-8-1.png)
5. Then, apply **Account Credit** (if applicable).
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441229453_acc03ce5_image-20250528165220-9-1.png?width=1447&height=869&name=1759441229453_acc03ce5_image-20250528165220-9-1.png)
6. Enter specific amounts for each payment method and confirm the total adds up to the full balance.
   
   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441231267_5ab7605a_image-20250528165240-10-1.png?width=1447&height=869&name=1759441231267_5ab7605a_image-20250528165240-10-1.png)
7. Finalize the checkout to process the sale.

---

## Expected Outcome

- The client’s payment is split across the selected payment methods.
- The transaction is processed without issues.
- A record of the split payment appears in the client’s payment history and reports.

---

## FAQs

**Can I split a payment between more than two payment methods?**

Yes! You can use account credit, cash, card, or other available methods as long as the total covers the full amount.

**Do I need to do anything special if a client’s account credit isn’t enough?**

No—simply add another payment method and split the amount accordingly.

**Where can I find the transaction after it’s processed?**

The split payment will appear in the client’s **Payment History** under their profile and in **Reports \> Retail Dashboard**.

---

**Need Help?**

Reach out to our support team via [support@hapana.com](mailto:support@hapana.com).

 

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